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  2. How to pick the best 529 plan - AOL

    www.aol.com/finance/pick-best-529-plan-173608708...

    Here are five of the top 529 plans: Ohio’s 529 plan, CollegeAdvantage. New York’s 529 plan, Direct Plan. Wisconsin’s 529 plan, Edvest. West Virginia’s plan, Smart 529 WV Direct College ...

  3. 529 plan vs. Roth IRA: Here’s how families can use both to ...

    www.aol.com/finance/529-plan-vs-roth-ira...

    While the maximum contribution in each state’s plan may differ, any contributions over the maximum gift tax exclusion – $18,000 for 2024 – could make you liable for gift taxes. In contrast ...

  4. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    This resulted in the formation of its government savings division. The company also manages Ugift, its third-party giving program allowing family and friends to transfer money into 529 plans. In 2015, Ascensus Government Savings was selected to manage the Rhode Island state 529 plan, CollegeBoundfund, in partnership with Invesco.

  5. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    529 plans are named after section 529 of the Internal Revenue Code — 26 U.S.C. § 529. While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for ...

  6. How to open a 529 college savings plan

    www.aol.com/finance/open-529-college-savings...

    The information you will need to open a 529 account may vary by plan. In general, though, expect to be asked for details such as Social Security number (or tax ID), date of birth, and address. You ...

  7. Coverdell education savings account - Wikipedia

    en.wikipedia.org/wiki/Coverdell_education...

    A Coverdell education savings account (also known as an education savings account, a Coverdell ESA, a Coverdell account, or just an ESA, and formerly known as an education individual retirement account), is a tax advantaged investment account in the U.S. designed to encourage savings to cover future education expenses (elementary, secondary, or college), such as tuition, books, and uniforms ...

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